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Strategies & Market Trends : Coming Financial Collapse Moderated -- Ignore unavailable to you. Want to Upgrade?

To: pater tenebrarum who wrote (398)	6/29/2001 12:04:11 PM
From: yard_man	Read Replies (1) \| Respond to of 974

an example of "clown-glasses" worn by analysts biz.yahoo.com she quotes worldwide capacity utilization for Al production at around 90 -- which is probably an annual value -- recent monthly cap utilization numbers for the US producers are much, much lower and haven't been as low for years. I bet ALCOA is net short through forwards. Also, no indication of how much Al product we import -- it isn't a major fraction -- Despite all the reduced supply, prices don't tick up? No thought or reasoning about that at all. But she expects reduced supplies to increase prices going forward (no thought to demand) ... good luck to her and anyone following her advice. Luck is what they'll both need.